How to Create Products

Display and edit products or services

Create, display, and edit products or services offered by your business. For example, if you're a baker your products might include sourdough bread and gluten-free bread.

Creating products is a five-step process:

  1. Create a category hierarchy.
  2. Add a product to a category.
  3. Set product billing.
  4. Customise product options.
  5. Customise product attributes.

Opening the Products & Services page

Create items for sale, manage categories, set prices, and more on the Products & Services page.

  1. Go to the Upmind dashboard.
  2. Click Settings.
  3. Click the Products & Services tile.
  • The Product catalogue page displays.
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Product catalogue

Creating a category

Every product sits inside a product category. Categories, like products, can be edited at any time.

Adding the first category

  1. On the Product catalogue page, click the Add New button.
  2. Select Products category.
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Add new product category

  1. Enter a unique category name.
  2. Add a product category description. This text is visible to website visitors.
  3. Click Create.
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Roasted beans product

  • The category now displays on the Product catalogue page.
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Product on catalogue page

Adding subcategories

After you create the first category, you can create a subcategory. (optional).

The default setting is do not create a subcategory (unchecked box). Leave the default setting to create a standalone category.

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Subcategory box

To create a subcategory:

  1. Check the subcategory box.
  2. Click the field and select an existing parent category (or create a new parent category).
  3. Add a description.
  4. Click Create.
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Add subcategory

  • The Product catalogue screen displays the category hierarchy.
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Subcategory hierarchy

Creating a product

Now you’re ready to add products and services to a category. There are two ways to start. Both options take you to the Add product window.

On the Product catalogue page:

  1. Click the Add New button and select Product. Or,
  2. Click the three-dot icon for a category and select Add product.
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Add product

  1. Leave the default Single product setting or select Product bundle.
  2. Fill in the rest of the fields.
  3. Click Create.

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Learn more about Product bundles.

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Single product option

  1. On the Product catalogue page, click the product.
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Click the product

  • The Product details page displays. It shows the category and product name.
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Category and product name

Adding product details

On this page, add or edit product information. There are two boxes for product descriptions.

  • Use the PRODUCT DESCRIPTION box to display long passages that review benefits and features.
  • Use the PRODUCT SHORT DESCRIPTION box for short, persuasive copy. For best results, use a maximum of 118 characters.
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Two product descriptions

Product Description displays on the Add to cart page. For passages that exceed 293 characters, Upmind automatically clips the text and inserts a read more link.

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Product description displays

The Product Short Description displays on the Add to basket page.

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Product short description

Uploading images

Click a button to upload images (maximum 10 pictures). These images display on your product page.

To change the default image, hover a thumbnail and click the star.

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Learn about suggested image sizes.

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Click a square to upload image

Setting bulk order permissions

You can customize bulk order settings. The default setting is No, which means the customer cannot change the order quantity. To order two or more items of the same product (when set to No), the customer must add the item multiple times to the shopping cart.

To permit bulk orders, select an option and then click Save.

  1. Click Yes to enable bulk orders.
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Enable bulk orders

  • If you select Yes, the customer can change the quantity on the order page.
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Change the quantity

  1. Click Yes, in multiples of and then set the number. (optional). This figure sets the minimum order quantity and the rate of change for bulk orders.
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Minimum order quantity

  • On the Product order page, the minimum order matches the bulk order setting. In addition, the quantity ordered increases or decreases in increments of the bulk order setting each time a customer clicks the plus (+) or minus (-) icon.
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Bulk order setting